Introduction

If you’re the bottleneck in a service-based business, consider freeing your time by building your bench. That is what I’ve done with the Pivot and Free Time coaching teams, through partner contractors who I pass coaching clients to while taking care of the marketing and back-end operations.

Today I’m sharing a walkthrough of the six Notion systems powering these programs. If you’d like more detail on exactly how to scale your business with a coaching team, sign-up to access the full workshop at http://itsfreetime.com/scalecoaching.

Notion Boards We Use to Run Our Coaching Team:

1. Potential Clients
2. Active Clients
3. Coach Bios
4. Coach Payouts
5. Resource Hub
6. Client-facing Pages

🌟3 Key Takeaways:

• Being ready to scale from a systems and offerings standpoint (even for services like coaching!) gives you flexibility, and lets you be ready for a big break.
• Sticker shock is unpleasant for everyone, so give a sense of what the investment is going to be at the beginning of a potential client’s interest process
• Less is more when it comes to tracking tools: Set up an active client tracker if you don’t already have one.

📝Permission: Not to fulfill all the 1:1 services in your business by yourself. Create a scalable service offering to retain potential clients by collaborating with, and directing work to, qualified subcontractors. 

✅Do (or Delegate) This Next: Make a list of five trusted providers who you could partner with in a revenue share model. Consider how you’d want to vet, train, and onboard them to your method and systems, even if you’re not quite ready to launch into this full swing yet. Just having people in mind may open up possibilities. Could you run a small pilot with just one or two people as a next step? What’s the worst that happens if it doesn’t work? What’s the best that happens if it does? 

📘Books Mentioned: Free Time: Lose The Busywork, Love Your Business, Pivot: The Only Move That Matters Is Your Next One

🔗Resources Mentioned: 

• Workshops: How to Scale a Coaching Team, Free Time Operations Dashboard Demo
• Tools: Typeform, Notion, Zapier, Kajabi, Calendly, Google Groups, Descript
• Programs: Career Pathfinder, Jenny’s private BFF Community, Pivot Coaching, Free Time Coaching, Jenny’s 1:1 Voxer Coaching

🎧Related Podcast Episodes: 

• 075: Coaching Through the Free Time Framework with Wade Brill
• Pivot: 283: What Are You Here to Do? How to Find a Path That Fits with Adrian Klaphaak
• 34: Organizing Research and Ideas - Notion Walkthrough #1
• 36: Shaping Big Ideas - Notion Walkthrough #2
• 38: Tracking Progress Toward Finishing a Book (or Big Idea) with an Essay Tracker - Notion Walkthrough #3

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❤️Consider joining Jenny’s private BFF community, where you’ll get access to a monthly Q&A call, a private podcast feed with bonus content, and a community forum to exchange ideas and feedback with fellow Heart-Based Business owners. 

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